Our Qualifications

We have been working with clients to help solve financial needs for more than thirty years.  We use our extensive personal and professional experience in all areas of investment planning to help you pursue your goals.  We hold multiple professional designations and are securities registered to provide a variety of financial products and services.  

After working many years for a large brokerage company, we came to the conclusion that we could better serve our clients and other professionals in the community in a smaller, more controlled environment.  We have been able to streamline our processes and investment style and can now give more individual attention to our clients.  We still offer all of the same services we did in the brokerage environment, but now have the time to focus more on the investment planning services our clients need.  Both partners have been CERTIFIED FINANCIAL PLANNER™ professionals for many years and we both have MBAs.  David is also a certified Chartered Life Underwriter (CLU®) Many of our clients have been with us for over twenty years.

 Among the services we offer are:

  • Customized asset management services and investment planning
  • Retirement planning strategies
  • Long term health care planning
  • Life insurance* 

Please call us for a complimentary review.

Thank you for considering us. 

We look forward to the opportunity to work with you.

Investment Planning To Help Enrich Your Life

 

*Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.